Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: zuma_rk who wrote (5456)	5/13/1999 3:34:00 PM
From: TLindt	Respond to of 20297

>>>waitin' for some non-Yahoo portal press, 'cause if the YHOO news isn't factored in at this point, I'd be pretty surprised... I'm sure it's factored in....need to get that Intuit thing resolved, then the rest of the portals drop like the other shoe. Interesting day technically speaking.... askresearch.com

To: zuma_rk who wrote (5456)	5/13/1999 3:42:00 PM
From: Tom Klempay	Read Replies (3) \| Respond to of 20297

<Somewhat OT, but hey, it's slow today...> I think we can thank Big Lou Gerstner for the 'net stock downturn today. The guy really trashed the pure internet stocks: As he appeared to pierce holes in the lofty valuations of Web darlings, Gerstner said traditional companies, such as Wal-Mart, and Banc One, will change the competitive landscape for Amazon.com and NetBank. While a couple may be profitable, he said, many are just "fireflies before the storm." Gerstner also stressed that while Net firms "capture eyeballs," IBM generates "earnings and cash." Here are a few links: cbs.marketwatch.com infoseek.go.com James Cramer had a good column about old Lou's comments. The gist of it was Boo Lou, not Big Blue... -tk